Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Thematic (Sector/Industry)

<ul>
<li>RBA has recently shifted its monetary policy, and is expected to continue its easing over the future.  Real estate assets will benefit</li>
<li>The office sector in Australia is impacted by the “flight to quality” trend, while the retail sector is under pressure, with slowing retail sales growth</li>
<li>We see value in DEXUS and Dexus Convenience Retail REIT, driven by both top down macro tailwinds and structural bottom up drivers</li>
</ul>


RBA has recently shifted its monetary policy, and is expected to continue its easing over the future.  Real estate assets will benefit
The office sector in Australia is impacted by the “flight to quality” trend, while the retail sector is under pressure, with slowing retail sales growth
We see value in DEXUS and Dexus Convenience Retail REIT, driven by both top down macro tailwinds and structural bottom up drivers


Australia's Cyclical Recovery: Value Opportunities in Undervalued Office and Retail REITs

Commonwealth Bank of Australia / Equity Bottom-Up

<ul>
<li>A global perspective on what happened overnight</li>
</ul>


A global perspective on what happened overnight


Commonwealth Bank of Australia - The Overnight Report: Geopolitical Crescendo 

<ul>
<li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li>
</ul>


Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions


Rudi's View: CBA, Life360, ResMed, Zip & More

Australia

Dexus provides real estate services. The Company manages and invests in a portfolio of diversified properties, including office and industrial buildings, retail shopping centers, and car parks. Dexus serves customers in Australia and New Zealand.

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Dexus Property (DXS AU)

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

FNArena

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Australia's Cyclical Recovery: Value Opportunities in Undervalued Office and Retail REITs

RBA is expected to maintain its monetary easing, which will benefit real estate. Among the real estate sub-sectors, we see value emerging from...

Jacob Cheng

Commonwealth Bank of Australia - The Overnight Report: Geopolitical Crescendo

A global perspective on what happened overnight

FNArena

Rudi's View: CBA, Life360, ResMed, Zip & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)