EBOS (EBO AU): Still Under The Hammer Post Sigma/Chemist Warehouse Merger
Fundamentally, EBOS is sound. The current share price is beaten up. I'd still be getting some exposure here; although it's not a pound-the-table...
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Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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Going into Survival Mode: The Rush to Innovate
Stay Underweight Consumer Discretionary and Consumer Staples. In our 2018 Australian equity market outlook, we argued that the country is in grip...
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Taxing Times For Australia
The Government's release of Re:think, its tax discussion paper, is a welcome development, designed to kick-start the conversation with the...
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Aequitas: Ringpai Vet Hospital Pre-IPO- The Negatives- Supplier Concentration in a Fragmented Market
Ringpai Veterinary Hospital (RVH) plans to raise around US$500m in its upcoming Hong Kong IPO. In this note, we look at the not-so-positive aspects...
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