Aussie Shorts [25 May]: PLS, Newmont, Suncorp, Transurban, Capstone Copper, Lendlease, Block
Companies mentioned in this regular weekly report include: PLS (PLS AU), Newmont (NEM AU), Suncorp (SUN AU), Transurban (TCL AU), Capstone Copper...
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Aussie Reporting Season Update: February 2019
The Banks remain under earnings pressure from several fronts, with weak credit growth, falling net interest margins and rising compliance costs...
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A Houdini Act Worth Considering: Implications of a Pick up in US Productivity
The US yield curve has flattened sharply since our 2019 outlook was released lifting the risk that the end of the business cycle is rapidly...
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Aussie Shorts [18th May]: Insurance Australia, 4DMedical, The Lottery Corp., NAB, ANZ, and Westpac
Net shorts fell A$1.6bn week-on-week. Companies mentioned in this regular weekly report include: Insurance Australia, 4DMedical, The Lottery...
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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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