Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
935 Views
A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
520 Views
Infomedia (IFM AU): Scheme Vote on 18 November
The scheme vote is low-risk, and this is a done deal. At the last close and for a 3 December payment, the gross/annualised spread is 1.2%/7.4%.
705 Views
ASX Short Interest Weekly (Apr 4th): James Hardie Industries, Transurban, Coles
We analyzed ASX short interest report for the past week and highlight short interest changes in James Hardie Industries, Transurban, Coles,...
398 Views
ASX Short Interest Weekly (Mar 28th): Commonwealth Bank Of Australia, James Hardie Industries
We analyzed ASX short interest report for the past week and highlight short interest changes in Commonwealth Bank Of Australia, James Hardie...
352 Views