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...
694 Views
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...
604 Views
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.
225 Views
It’s Not Over Yet, but Lift the Bar on Defence
A Correction and Not the End of the Cycle. In our view, the equity market sell-off in the past few weeks is a correction and a return to more...
606 Views