Santos (STO AU): Why FIRB Should Block ADNOC's Takeover
Santos Ltd (STO AU) dives ~11% after Abu Dhabi walks away, two days before a formal deadline. "Sensationally ended", as The Australian words it? I...
1.3k 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
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
339 Views
Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
628 Views
Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
470 Views