MS-Australia Index Earning Revision (Jun): Pilbara Minerals, Santos, Woodside Energy, Rio Tinto, BHP
We analyzed MS-Australia's consensus for Jun 2026 and highlighted changes of EPS in Pilbara Minerals, Santos, Woodside Energy, Rio Tinto, BHP, ANZ,...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
512 Views
MS-Australia Index Earning Revision (May): Evolution Mining, National Australia Bank, CSL, ANZ
We analyzed MS-Australia's consensus for May 2026 and highlighted changes of EPS in Evolution Mining, National Australia Bank, CSL, ANZ, Brambles,...
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Quality Counts: A Screen of ASX 200 Earnings Quality
Despite relatively sluggish price performance, the ASX 200 has provided global investors with strong returns that have seen it outperform both...
671 Views