Initiating Coverage on Arena REIT with AUD 2.50 FVE and No-Moat Rating
We are initiating coverage of Arena REIT (ARF AU) with a AUD 2.50 fair value estimate, a no-moat rating, and a medium fair value uncertainty...
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Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
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AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
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