S&P/ASX Index Rebalance Preview: Adds Outperform Deletes As Review Period End Nears
There are a LOT of potential changes to the S&P/ASX indices as we near the end of the review period. The potential adds have outperformed the...
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S&P/ASX Index Rebalance Preview (Sep): Plenty of High Impact Changes
There are a lot of potential changes to the S&P/ASX family of indices over the next few months. Passive trading impact is high on a lot of stocks...
956 Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
4.3k 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...
877 Views
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...
470 Views