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BOQ share price at $7: here’s how I would value them
Rask Media· 2025-09-12 03:07
price of Bank of Queensland Limited (Right now, you could probably use Google or another data provider to see theof ASX: BOQ ) is around $7 per share. But what are BOQ shares really worth? How to get to an valuation is one of the more popular questions our senior investment analysts get asked by Australian investors, especially those seeking dividend income. It’s not exclusive to Bank of Queensland Limited, of course.Bendigo & Adelaide Bank Ltd (ASX: BEN) and Westpac Banking Corp (ASX: WBC) are also very po ...
Tim Seymour: Early in a international market bull cycle underpinned by fundamentals
CNBC Television· 2025-07-17 19:45
International Investment Opportunities - International and emerging markets are early in a new cycle, supported by strong fundamentals [3] - Deregulation trends in Europe and parts of Asia are creating powerful investment dynamics [3] - Deficit spending in Europe and Asia, including China, is evolving, signaling potential shifts [5] - Global companies offer world-class investment opportunities, especially as US exceptionalism may have peaked [7][8] - Trends like AI, infrastructure, hyperscalers, and semiconductors are globally present, not exclusive to the US [9] Market Underperformance & Reversion - Long-term underperformance of MSCI World against the US suggests a potential mean reversion [2] - International markets have underperformed for years, indicating a possible shift in investment focus [5] Specific Regional & Sector Highlights - Germany's fiscal policy shift towards rearmament and infrastructure development presents opportunities [4] - European banks are becoming increasingly attractive investment options compared to US banks due to deregulation [10]