U.S. small caps add 2.6%

ASX SPI Futures up 7 points at 8:30am

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LATEST UPDATE FROM WISE-OWL

Investment Opportunity for Sophisticated Investors Only

CODE COMPANY ANNOUNCEMENTWe have an opportunity for Sophisticated Investors to participate in the expansion plans of an enterprise Softwareas a Service (SaaS) company. I have contacted you a few weeks ago and we are excited to announce that we cannow move forward.

Key Highlights

• AUD$4 million revenue base with 5 year CAGR over 40% - anchored by recurring enterprise SaaScontracts.

• Total Addressable Market of US$100 billion in the mobility, energy management and residential Internetof Things (IOT) markets.

• Game changing platform being commercialised for US$26.5billion residential IOT market.• Scalable business model through channel partners in Australia and New Zealand.• Dual proprietary research and development facilities in Australia and Vietnam enabling low cost and

highly agile technical development.

The opportunity is open to qualified s708 sophisticated investors. In order to be eligible, you need to have either:(a) Net assets of at least AUD$2.5million, or(b) An aggregated gross income for each of the last two (2) financials years of at least AUD$250,000.

Contact admin@wise-owl.com or call 02 8031 9700 if you believe you qualify.

U.S. stocks added to the rally sparked by Donald Trump’s surpriseelection, rising for a second week on speculation the president-elect willintroduce policies that will spark brisker economic growth.

The biggest beneficiary has been small caps, with the Russell 2000 Indexrallying 11 straight days as the dollar strengthened. The gauge endedthe five days higher by 2.6 percent. The S&P 500 Index rose 0.8 percent,with financials again contributing the most to the advance. Technologyshares joined the rally. The Dow Jones Industrial average edged up forthe week after touching a fresh high on Nov. 15.

Commodity producers dragged down European equities as Mario Draghiindicated the region’s economy still needs stimulus.

The Stoxx Europe 600 Index fell 0.6 percent, trimming its weekly gain to0.6 percent. The European Central Bank president said the recoveryisn’t strong enough yet and the current level of monetary support is key.Miners declined with metals, while bond proxies such as utilities andtelecom companies dropped.

Global Shares Gain for Week as Small Caps Outperform

YESTERDAY IN THE INTERNATIONAL MARKETS Global Ticker Daily Change

S&P 500 -0.24%

Dow Jones -0.19%

NASDAQ -0.23%

STOXX 600 -0.36%

FTSE 100 -0.28%

DAX30 -0.20%

Crude Oil +0.83%

Gold -0.67%

The ASX finished slightly higher on Friday as a rally in the final hour oftrading helped the market to stay in the black. The ASX was pulledhigher by the banks as well as Telstra and Myer while health care andconsumer shares declined.

On Friday, Australia’s benchmark index S&P/ASX 200 added 20.9 pointsor 0.4 per cent. The market declined a mere 11 points or 0.2 per centfor the week after trading in a relatively narrow range of just 70 pointsfor the five days.

Shares in department store chain Myer (MYR) gained 14.4 per cent to$1.19 after the company provided a satisfactory sales update and statedthat it expects to return to profit growth in FY17. For first quarter 2017,total sales rose 0.6 per cent to $719.2 million. Telco giant Telstra gainedfor a second day in a row rising 1.9 per cent.

Last week official data showed that Australia’s unemployment ratesteadied at 5.6%. Wages grew at the slowest pace on record and theminutes of the Reserve Bank of Australia (RBA) were generally upbeat.

ASX Concludes Flat Week

THE ASX YESTERDAY IN REVIEW AUS Ticker Change

ASX 200 +0.39%

ALL ORDS +0.34%

CBA +0.27%

BHP +0.17%

WBC +0.32%

WOW -0.43%

DDR +1.76%

OZL +0.13%

MLD +0.56%

DAILY PRICE ACTIVITY AUSTRALIA

ASX200 price action yesterday

UPCOMING DIVIDENDS

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

Tasty dividends & distributions

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

TRE Tilt Renewables 24 Nov 2016 09 Dec 2016 3.00 0.00

WHF Whitefield 24 Nov 2016 12 Dec 2016 8.50 100.00

WHFPA -- 24 Nov 2016 12 Dec 2016 4.00 100.00

WHFPB -- 24 Nov 2016 12 Dec 2016 350.00 100.00

YTMANZ -- 24 Nov 2016 08 Dec 2016 162.50 0.00

YTMF09 -- 24 Nov 2016 08 Dec 2016 70.31 0.00

YTMF10 -- 24 Nov 2016 08 Dec 2016 62.83 0.00

ZEL Z Energy 24 Nov 2016 12 Dec 2016 8.84 0.00

BENPD -- 25 Nov 2016 13 Dec 2016 249.56 100.00

IFT Infratil 25 Nov 2016 15 Dec 2016 5.48 0.00

RHL Ruralco Holdings 25 Nov 2016 19 Dec 2016 2.00 100.00

WHATS HOT?

DATE CODE COMPANY ANNOUNCEMENT

WHATS NOT?

CGC.asx - steaming hot SOL.asx - cooling down

In FY16 Costa Group’s pro forma revenue was$809 million, an 11.8 per cent increase on FY15while NPAT rose 28.4 per cent. Managementupgraded the FY17 guidance due to a“favourable operating environment” and nowforecasts a 15 per cent increase in NPAT. Costagroup is an Australian agricultural companyoperating over 3,000 planted hectares offarmland. CGC has gained 18.8 per cent YTD.

Washington H. Soul Pattinson (SOL) has a strongtrack record of value creation, however thestock has underperformed in 2016 impacted bya substantial decline in the value of TPGTelecom. As at 31 July SOL had a 25.2 per centinterest in TPG as well as a 44.1 per cent interestin Brickworks Limited, which has alsounderperformed. SOL has declined 14.4 per centsince the beginning of the year.

ECONOMIC NEWS

What to look out for:

DATE CODE COMPANY

No economic news for Australia today

LATEST UPDATE FROM WISE-OWL

Beach Energy Limited (BPT)

CODE COMPANY ANNOUNCEMENTGrowth Portfolio: Beach Energy Limited (BPT) Beach Energy Group ("Beach Energy", "the Company"), is an Australian oil and gascompany focused on the Cooper/Eromanga basin. During FY16 Beach Energyproduced 9.7M barrels of oil equivalent, with 53% being oil and 47% gas and gasliquids. The Company recently completed the merger with Drillsearch EnergyLimited, which is now operating as a fully owned subsidiary of Beach Energy, anddivested assets in Egypt and Queensland.

Beach Energy offers transitional exposure to the domestic oil and gas market. TheCompany has a strong balance sheet with surplus cash and access to additionalcapital. Generating free cashflow at the lower end of the commodity cycle, BeachEnergy is well positioned to benefit from any cyclical recovery in the oil and gasmarket which may allow for higher dividend distributions. However commodity pricevolatility, lumpy earnings and integration risks are primary hurdles. Beach Energy issensitive to price movements but we believe the valuation is compelling and the riskto reward ratio favourable. We initiate coverage with a 'buy' recommendation.

Buy | Last Price: $0.81 | Target: $1.20 | Stop: $0.65 | Outlook: 12m+

Click here to view full report

ASX:BPT

OUR VIEWS AT A GLANCE

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

CODE COMPANY ANNOUNCEMENT

We continue to focus on small-mid cap stocks

There are individual opportunities on the ASX 200

We have recently decided to reduce exposure to the gold sector

We believe there are long-term opportunities in the oil & gas sector

We see little upside for US stocks in the medium-term

A WISE-OWL PUBLICATION

Presented by Simon Herrmann

DATE CODE COMPANY ANNOUNCEMENT

Wise-owl.comDiscovering the Bluechips of Tomorrowwww.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.

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