The A2 Milk Company: A Taste of the Recipe
The a2 Milk Company A Taste of the Recipe The a2 Milk Company’s (ATM) inaugural Investor Day in Shanghai reinforced (1) the magnitude of...
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Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
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ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
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Ausnutria: Blue Orca’s Attack Lacks Heft
Ausnutria Dairy Corp (1717 HK), a Chinese infant milk formula-maker, has been targeted by a short seller, Blue Orca. Ausnutria has denied Blue...
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Global Equity Strategy: Another Test of Support
Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no...
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