No-Moat APN Outdoor Enjoying the Great Outdoors; Initiating with AUD 5.80 Fair Value Estimate
We are initiating on APN Outdoor with a no-moat rating and a AUD 5.80 per share fair value estimate.APN Outdoor is well-positioned to benefit from...
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Smartkarma - Special Situations Weekly Update (9 Jan 2017)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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Smartkarma - Special Situations Weekly Update (26 Dec 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
386 Views
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...
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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...
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