Aussie Equities Month in Review (Nov 2018)
Downgrades and market weakness. Downgrades by LLC, CCL, and PGH were the lowlights in a month where the local market saw a 2.2% decline against a...
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Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
2.4k Views
Megaport Placement - Equity Raise Positioned for Scale and Global Expansion
Megaport Limited (ML) is looking to raise around US$131m via a fully underwritten primary placement to partly fund its acquisition of Latitude.sh....
385 Views
S&P/ASX Index Rebalance Preview: Changes Stable as Adds Outperform Deletes Bigly
There could be 39 changes for the S&P/ASX family in March. The forecast adds continue to outperform the forecast deletes in all indices. Huge...
1.3k Views