Time to Dissect Aussie Growth Stocks
Growth stocks have again out-performed Value since the start of the year supported by declining bond yields and solid EPS growth. In our March...
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MS-Australia Index Earning Revision (May): Evolution Mining, National Australia Bank, CSL, ANZ
We analyzed MS-Australia's consensus for May 2026 and highlighted changes of EPS in Evolution Mining, National Australia Bank, CSL, ANZ, Brambles,...
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Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
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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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Quiddity Leaderboard ASX Jun26: Final Expectations; 14 Changes in June Including M&A-Related Changes
We expect a total of 14 index changes in June 2026 including M&A-related index changes. Most of the index changes have decent impact and flow size.
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