Seven West Media (SWM AU): 22nd Dec Vote On Southern Cross (SXL AU)'s Offer
Two illiquid companies merging via scrip terms - not something I'd be actively get involved in. SWM is trading through terms. IF this is your...
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Seven West Media (SWM AU): Scheme Vote on 22 December
The scheme vote is low risk as large SWM shareholders are supportive. Shares are trading through terms likely due to speculation of a competing...
356 Views
Aussie Equities Month in Review (May 2019)
Australia was the best-performing developed market in May, due to surging iron ore prices and a market-friendly domestic election result. Sharply...
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Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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