The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
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Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
463 Views
MS-Australia Index Earning Revision (Feb): Santos, Westpac, ANZ, National Australia Bank, Transurban
We analyzed MS-Australia's consensus for Feb 2026 and highlighted changes of EPS in Santos, Westpac, ANZ, National Australia Bank, Transurban,...
298 Views
MS-Australia Index Earning Revision (Jan): Woodside Energy, BHP, Evolution Mining, South32, Santos
We analyzed MS-Australia's consensus for Jan 2026 and highlighted changes of EPS in Woodside Energy, BHP, Evolution Mining, South32, Santos, CSL.
402 Views
Aequitas: NSDL IPO Lockup - US$1.6bn Lockup Release with Most Sitting on 10x Gains
NSDL (NSDL IN) raised around US$460m in its India IPO. The lockup on its pre-IPO investors is set to expire soon, who are all sitting on at least...
225 Views