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Page 1: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

European stocks rebound

ASX Futures up 30 points

wise-owl.comPowered by

Page 2: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

Gains in bank and technology shares helped send the Standard &

Poor’s 500 Index to a seven-week high, amid optimism on the

economy after data showed weakness in manufacturing may be easing

while crude oil showed further signs of stabilizing.

The S&P 500 climbed 1.1 percent to 1,951.75 at 4 p.m. in New York,

with the gauge erasing its February decline.

U.S. equities broke higher in the early afternoon after struggling for

direction throughout the morning amid conflicting signals abroad.

China’s stocks tumbled the most in a month as surging money-market

rates signalled tighter liquidity.

Lloyds jumped 14 percent after raising its dividend and introducing a

special payment. RSA Insurance Group Plc surged 9.8 percent after its

annual operating profit rose 43 percent. The Stoxx Europe 600 Index

added 2 percent at the close of trading.

US and European Equities Gain Led by Banking Stocks

YESTERDAY IN THE INTERNATIONAL MARKETS Global Ticker Daily Change

S&P500 +1.13%

Dow Jones +1.29%

NASDAQ +0.87%

STOXX 600 +1.97%

FTSE100 +2.48%

DAX30 +1.79%

Crude Oil +2.40%

Gold -0.10%

Page 3: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

The Australian share market closed flat after most of the banks

reversed losses. The benchmark index ASX200 added 6 points to

close at 4881 points.

The sectors were a mixed bag with Energy, Industrials and Information

Technology rising 1.1% while Staples declined 2.1%.

Blackmores doubled its profits for the first half of FY16. Ramsay

Healthcare upgraded its guidance after reporting a 17.5% rise in

interim profit. Seek released a robust half year result with revenue

growth of 22% while its underlying NPAT rose 9% to A$102.4 million.

Shares in Surfstitch plunged 20% after the company did not reaffirm its

full-year EBITDA guidance.

All the big banks except for CBA finished in the green yesterday, with

ANZ gaining 1%.

The ABS released business capital expenditure data for the fourth

quarter which showed 0.8% growth, against an expected 3% drop.

ASX Closed Little Changed

THE ASX YESTERDAY IN REVIEW AUS Ticker Change

ASX200 +0.13%

ALLORDS +0.03%

CBA -0.36%

BHP -1.11%

WBC +0.49%

NAB +0.24%

RSG +9.38%

SEK +7.88%

TGZ +5.36%

Page 4: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

DAILY PRICE ACTIVITY AUSTRALIA

ASX200 price action yesterday

Page 5: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

UPCOMING ANNOUNCEMENTS

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

What’s coming up?

DATE CODE COMPANY ANNOUNCEMENTDATE CODE COMPANY ANNOUNCEMENT

25/02/2016 MELBOURNE MINING CLUB David Harquail, President and CEO of Franco Nevada

25/02/2016 SFR SANDFIRE RESOURCES NLSandfire Financial Results webcast for the six months to

31 December

25/02/2016 MQA MACQUARIE ATLAS ROADS GROUP Macquarie Atlas Roads 2015 Full Year Results

25/02/2016 IFN INFIGEN ENERGY Infigen Energy 2016 Interim Results Announcement

25/02/2016 CUP COUNTPLUS LIMITED Countplus 2016 Half Year Results

25/02/2016 CHC CHARTER HALL GROUP Charter Hall Group HY16 Results Presentation

25/02/2016 IRE IRESS LIMITED IRESS 2015 Full Year Results announcement

26/02/2016 VTG VITA GROUP LIMITED Vita Group HY Results

29/02/2016 HZN HORIZON OIL LIMITED Horizon Oil Half Year Results

29/02/2016 PRU PERSEUS MINING LIMITED Perseus Mining Company Update

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

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

Page 6: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

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 %

AZJ Aurizon Holdings 26 Feb 2016 29 Mar 2016 11.30 70.00

CNI Centuria Capital 26 Feb 2016 18 Mar 2016 2.25 100.00

FID Fiducian Group 26 Feb 2016 14 Mar 2016 5.50 100.00

INA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00

NABPB -- 26 Feb 2016 17 Mar 2016 97.73 100.00

NVT Navitas 26 Feb 2016 15 Mar 2016 9.60 100.00

OGC OceanaGold 26 Feb 2016 29 Apr 2016 4.22 0.00

PTL Pental 26 Feb 2016 24 Mar 2016 1.00 100.00

TTS Tatts Group 26 Feb 2016 31 Mar 2016 9.50 100.00

CEN Contact Energy 29 Feb 2016 23 Mar 2016 9.77 0.00

CGF Challenger 29 Feb 2016 29 Mar 2016 16.00 100.00

IAG Insurance Aust. Grp. 29 Feb 2016 30 Mar 2016 23.00 100.00

Page 7: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

WHATS HOT?

DATE CODE COMPANY ANNOUNCEMENT

WHATS NOT?

MQA.asx - steaming hot FSA.asx - cooling down

Shares of the toll operator Macquarie Atlas

Road Limited reached an all-time high after the

company released an upbeat result for FY15.

The toll operator reported NPAT of $85.1

million, achieved on the back of 3.5% revenue

growth.

Shares of the debt solutions and direct-lending

services firm FSA declined 7.6% yesterday after

the company released its financial results for

1H16, with profit after tax down 17%. However,

the company is positive about the outlook as it

aims to grow its loan pools to around $500

million.

Page 8: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

ECONOMIC NEWS

What to look out for:

DATE CODE COMPANY ANNOUNCEMENT

No economic news for

Australia

US GDP data to be

released overnight

Page 9: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

NEWSWORTHY

This caught our attention..

DATE CODE COMPANY ANNOUNCEMENTSeek Releases Robust Half-Yearly Results

Seek Ltd (ASX:SEK) has released its earnings results for the half-

year ending 31st December 2015. Attributable to gains in

international and domestic revenue, the job recruiting agency

reported upbeat financial results.

Over the period, the recruiting agency reported a 22% growth in

revenue to the PCP, to A$482million. Posting an A$86.7million rise

in revenue to the prior period. Excluding the successful sale of IDP

Education for A$330million in late 2015, the company reported.

Seek International revenue was the key contributor to the results,

growing 34% for the period, to A$298million. With Chinese

revenue expanding 19% (on a Constant Currency basis), to

A$166.3million. However, the appreciation of the AUD against the

Brazilian Real negatively affected Brazilian revenue, down 4% (on

a Constant Currency basis), to A$46.5million.

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

releases-robust-half-yearly-results

Page 10: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

LATEST UPDATE FROM WISE-OWL

SEEK Limited (SEK)

CODE COMPANY ANNOUNCEMENTActive Investor's Update: SEEK Limited (SEK)

ASX:SEK

Wise-owl recommended to buy SEEK Limited (ASX:SEK) on 17

December 2015 and this position is part of our Active Investor's

Portfolio. We are attracted to its earnings growth trajectory and

maintain our 'hold' advice.

SEEK released half year results this morning as the company

reported a 22% growth in revenue to A$482million. Excluding the

successful sale of IDP Education for A$330million in late 2015, the

company reported Underlying NPAT growth of 9% for the period, to

A$102.4million.

SEEK Limited ("SEEK", "the Company") operates a global online

employment platform with a presence in 12 countries. SEEK is the

market leader in online employment in Australia and also operates

in NZ, South East Asia, China, Americas and Africa.

Hold | Last Price $14.40 | Revenue up 22% | Underlying NPAT

up 9%

Click Here for the Full Report

Page 11: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

LATEST UPDATE FROM WISE-OWL

Charter Hall Group (CHC)

CODE COMPANY ANNOUNCEMENTActive Investor's Update: Charter Hall Group

(CHC)

ASX:CHC

Wise-owl recommended Charter Hall Group (ASX:CHC) in July

2015 at $4.72 and this position is part of our Active Investor's

Portfolio. The stock has established support at $4.30ish and we will

closely monitor this level going forward. Including dividends, this

position is currently down ~1.8% since our recommendation. We

maintain our 'hold' advice.

Charter Hall Group (CHC) is a diversified property fund manager

with a total managed property portfolio of $15.9bn (as at 31

December 2015). The Group develops and manages a suite of

institutional, wholesale and retail unlisted property funds in which it

holds investments.

Hold | Last Price $4.50 | Revenue up 21.5% | Operating

Earnings up 26.3%

Click Here for the Full Report

Page 12: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

OUR VIEWS AT A GLANCE

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

CODE COMPANY ANNOUNCEMENT

The ASX 200 remains in a medium-term downtrend

We continue to focus on small-mid cap stocks

We remain cautious on the resource sector

Bullish view for European equities

There are individual opportunities on the ASX 200

We favour the risk/reward ratio for gold miners

Page 13: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

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 14: European stocks rebound ASX Futures up 30 pointsINA Ingenia Communities 26 Feb 2016 16 Mar 2016 4.20 0.00 NABPB-- 26 Feb 2016 17 Mar 2016 97.73 100.00 NVT Navitas 26 Feb 2016 15 Mar

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.

Except to the extent required by law, wise-owl.com Pty Ltd does not accept any liability, including negligence, for any loss or damage arising from the

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

with respect to the sale or purchase of any securities. The securities recommended by wise-owl.com carry no guarantee with respect to return of

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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,

in light of their own objectives, financial situation and/or needs, before acting on the advice. Where applicable, investors should obtain a copy of and

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DISCLOSURE: Wise-owl.com Pty Ltd and/or its directors, associates, employees or representatives may not effect a transaction upon its or their own

account in the investments referred to in this report or any related investment until the expiry of 24 hours after the report has been published.

Additionally, wise-owl.com Pty Ltd may have, within the previous twelve months, provided advice or financial services to the companies mentioned in

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