Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
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ARB’s Recent Share Price Rerating Is Unfounded Given Unchanged Earnings Outlook
Following almost 30% share-price appreciation over the past six months, shares in narrow-moat-rated ARB Corp Ltd (ARB AU) are significantly...
150 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...
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Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year.  It is designed to be a...
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