Sharesight20 top 20 trades on ASX - FY18/19

In addition to our weekly, monthly and yearly Sharesight20 snapshots -- here’s our second Sharesight20 Australian financial year trading snapshot. Here we look at the top 20 trades made by Sharesight users on the ASX during the 2018/19 financial year.

Sharesight20 top 20 ASX trades FY18/19

Let’s dive into the FY2018/19 news behind the top 20:

Afterpay Touch (ASX: APT)

• Jul 19 2018 - Afterpay reported a 289% increase in sales from the previous year

• Aug 16 2018 - Share price at all time high ahead of ‘Afterpay Day’

• Aug 24 2018 - Afterpay announced it was expanding into the UK, share price jumping 21%

• Jan 18 2019 - Share price increased 10% after underlying sales were up 140%

• Feb 25 2019 - Afterpay shares surged 19.2% as it proposed to block bad borrowers

• Feb 26 2019 - Share price down 5% with lower than expected half year results, with an after tax loss of $22 million

• Jun 12 2019 - Successful completion of $317.2m market cap raise

3062019-AUSTRAC-Notice.pdf) requiring an external auditor

• Jun 30 2019 - Share price dropped 9.9% with Visa’s (NYSE: V) announcement of installment payment capabilities

National Australia Bank (ASX: NAB)

• Nov 1 2018 - NAB’s full-year cash profits fell 14%

• Feb 4 2019 - Banking royal commission final report released with key recommendations

• Feb 7 2019 - CEO and Chairman announced resignations after banking royal commission

• Apr 18 2019 - Compensation payouts topped $1 billion

• May 2 2019 - NAB cut dividend from 99c to 83c

• May 18 2019 - Big four banks surged after election with coalition win

• May 21 2019 - Introduction of Apple pay as mobile payment service

Telstra Corporation (ASX: TLS)

• Aug 15 2018 - Cut dividend payment from a total payout of 31c to only 22c

• Aug 16 2018 - Full year profits fell 8% from last year

• Aug 22 2018 - TPG and Vodafone merger announcement (which would result in the reduction of competition for Telstra) lead to a 7% increase in share price

• Dec 10 2018 - Invested $387 million to secure themselves as the largest 5G provider

• Jan 29 2019 - Share price jumped 7.8% after TPG announced it will not create its own mobile network

• Feb 13 2019 - Underwhelming first half FY19 with profits down 14.4%

Westpac Banking Corp (ASX: WBC)

• Aug 24 2018 - Share price fell with their decreasing net interest margin

• Sep 4 2018 - Fined $35 million for home loan breaches

• Sep 27 2018 - $235 million earnings hit with an increase in provisions to refund customers

• Feb 5 2019 - Share price surged with royal commission final report

• Mar 19 2019 - Announced decision to leave financial advice sector, slashing 900 jobs

• May 18 2019 - Big four banks surged after election with coalition win

BHP Billiton (ASX: BHP)

• Jul 18 2018 - BHP beat annual production target with an 8% jump in production

• Aug 21 2018 - Sold US onshore oil and gas assets for heavy loss

• Nov 1 2018 - BHP announced US$10.4 billion shareholder return program including special dividend and off-market buyback

• Nov 6 2018 - Derailed runaway iron ore train after it traveled 92km without a driver

• Nov 19 2018 - $529 million tax settlement with the ATO

• Dec 18 2018- Class action approved over 2015 Brazilian dam collapse

• Jan 9 2019 - BP approved $US1.3 billion Gulf of Mexico oil expansion

• Mar 5 2019 - Joins Bill Gates’ investment to reduce CO2 emissions

• Apr 17 2019 - BHP cut iron ore production after cyclone hit

Commonwealth Bank (ASX: CBA)

• 8 Aug 2018 - Full-year cash net profits down 4.7% from the previous year, largely due to the royal commission penalties

• Oct 31 2018 - Announced a plan for the sale of Colonial First State Global Asset Management for $4.1 billion

• Nov 19 2018 - Admitted to prioritising profits over customers

• Feb 4 2019 - ASIC banned CBA’s financial planning business from charging any fees

• Feb 6 2019 - Reported a 6% fall in net profit after half-year results released

• May 18 2019 - Big four banks surged after election with coalition win

Appen (ASX: APX)

• Nov 15 2018 - Full year earnings upgrade announcement

• Feb 25 2019 - Reported a revenue increase of 120% with an after tax increase of 148% from previous year

• Mar 11 2019 - Announced plan to pay up to $428 million for acquisition of the AI company Figure Eight Technologies

• Mar 12 2019 - Share price fell 9.2% after $258 million capital raise as investors were ‘cautiously optimistic’

• Apr 9 2019 - Successful capital raise of $15 million was 3.4 times oversubscribed

A2 Milk Company (ASX: A2M)

• Aug 22 2018 - Full year net profit increase of 116% with 68% increase in sales

• Sep 3 2018 - Announcement of new China E-Commerce Laws effective 1 January 2019

• Oct 10 2018 - Nestle announced new A2 baby formula launch challenging A2 Milk

• Feb 20 2019 - Milk supplier upgraded its outlook with strong China demand

• Jun 5 2019 - China announced policy changes to reduce international supply of baby formula in their market

CSL Limited (ASX: CSL)

• Aug 15 2018 - Reported a 29% growth in annual profit, increasing their dividend from 72c to 92c

• May 16 2019 - Appointed Paul McKenzie as chief operating officer

• Jun 11 2019 - Goldman Sachs tipped growth of share price to climb to $223 (currently $212.50)

• Jun 21 2019 - $350 million one-off hit due to moving its own distribution into China (ASX Announcement)

Australian Foundation (ASX: AFI)

• Jul 24 2018 - Net profit was up 13.7% to $279.0 million from the previous year

• Jan 21 2019 - Announced special dividend ahead of potential Labor Party's franking credit changes

ANZ Banking Group (ASX: ANZ)

• Oct 31 2018 - Full year net profit of $6.4 billion, same as previous year

• Feb 5 2019 - Share price up 7% after the release of the Royal Commission Report

• May 1 2019 - Reported a half year net profit increase of 2%

• May 2 2019 - Goldman Sachs downgraded rating to ‘neutral’ from ‘buy’

• May 18 2019 - Big four banks surged after election with coalition win

• Jun 17 2019 - CEO David Hosc left bank after official review of his personal expenses

Macquarie Group Ltd (ASX: MQG)

• Jul 3 2018 - Stopped advisors receiving commissions for selling company products

• Jul 25 2018 - Announced the retirement of current CEO Nicholas Moore and appointment of new CEO Shemara Wikramanayake

• Nov 16 2018 - Profit upgrade as full year profits expected to be up 15% on prior year

• Apr 30 2019 - Announced the closure of its Canadian cash equities trading and research business

• May 2 2019 - Reported a record $3 billion full year profit, a 17% increase from previous year

• May 3 2019 - CEO warned 2019/20 profits will be slightly lower than previous years

Nearmap Ltd (ASX: NEA)

• Jul 10 2018 - Record portfolio growth of 41% from the previous year

• Aug 16 2018 - Announcement of expansion of business into New Zealand

• Sep 7 2018 - Completed $70 million capital raise to further fund international expansion (ASX announcement)

• Feb 24 2019 - Surpassed the $1 billion market cap level, reporting a 45% jump in revenue

• May 28 2019 - Citibank initiated analyst coverage of Nearmap’s shares

• Jun 18 2019 - Macquarie Group tipped Nearmap’s share price to hit $4.22 within the next 12 months

Fortescue Metals Group Limited (ASX: FMG)

• Jul 26 2018 - Broke their export record shipping 46.5 million tonnes of iron ore in June quarter

• Aug 6 2018 - Reduced stake in Atlas Iron from 19.9% to 11.4%

• Aug 20 2018 - US$340 million expansion of Eliwana mine

• Oct 25 2018 - $500 million share buyback with ‘weak’ share price

• Feb 2 2019 - Due to the Vale dam disaster in Brazil, Fortescue Metals will benefit from an increase iron ore prices

• Feb 20 2019 - Fortescue almost tripled its dividend payout to 30 cents

• Mar 21 2019 - Joined self-driving car technology race with plans to establish a research and test center

• Apr 2 2019 - Approval of new $3.6 billion Iron Bridge project

• May 22 2019 - Approval of $US287 million extension of Solomon iron ore mine with Queens Valley development

• Jun 14 2019 - Formed partnership to acquire ‘more copper ground’ near Olympic Dam

Bellamy's Australia Ltd (ASX: BAL)

• Aug 29 2018 - Announced plans for a refresh of its brand, declaring a revenue target of $500 million by 2021

• Dec 3 2018 - Tensions between US & China ease as G-20 went well, resulting in an 11% increase in share price

• Jan 15 2019 - Goldman Sachs downgraded shares from a ‘buy’ rating to a ‘neutral’ rating

• Feb 27 2019 - 26.3% decline in half year net profits profits from previous year

• Apr 24 2019 - Share price jumped 24.3% after approval to sell products in China

Xero Ltd (ASX: XRO)

• Aug 1 2018 - Acquired the Canadian tech company Hubdoc for $94 million

• Sep 5 2018 - Launched an open-banking API for easier integration with banks

• Nov 8 2018 - First half net loss grew to $NZ28.6 from the previous years loss of $NZ19.6

• May 15 2019 - Appointed New President of the Americas

• May 16 2019 - Reported a $1.4 million profit for the second half of the financial year, sending their share price to all-time high

• May 16 2019 - CEO stated that in three to five years Xero will be a true multinational firm with ‘disciplined growth’

• May 27 2019 - Founder and former CEO Rod Drury sold $116 million of shares

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