Aussie Reporting Season Wrap
A Solid Reporting Season with an Improving Outlook: Reporting season saw more beats than misses for the ASX 200 on both EPS (54% vs 38%) and...
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Aussie Equities 2018: In a Sweetspot
Australia is in a sweet spot. We forecast the ASX200 to rise 9% to 6630pts underpinned by a 1pt increase in the PE multiple to 16.9pts and a...
288 Views
Aussie Shorts [27 Apr 2026]: Predictive Discovery, Bapcor, Woodside Petroleum, Beach Energy
The largest industry net increase in the past week was A$92mn into "Internet Services"; the largest net decrease was A$1.5mn out of "Diversified...
282 Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
917 Views
Energy: Who Could Benefit from Brexit?
Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could...
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