MYOB: KKR Launches a Proposal. Lightish?
Accounting software and services provider (among other things) MYOB Group Ltd (MYO AU) this morning announced that largest shareholder Bain had...
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Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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MYOB Remains Undervalued Following Strong Interim Result; FVE Increased to AUD 3.95
Narrow-moat MYOB Group Ltd (MYO AU) reported a good interim result that was slightly stronger than we expected. Management provided more detailed...
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Xero Passes the Tipping Point; FVE Increased 10% to NZD 23
Narrow-moat-rated Xero reported a strong fiscal 2017 result that was slightly better than we expected. We have increased our fair value estimate by...
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