Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
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Aussie Shorts [11 May 2026]: Telstra, Woolworths, Lotus Res., Arafura Res., Mcmillan Shakespeare
The largest industry net increase in the past week was A$1.6bn into "Diversified Meals"; the largest industry net decrease was A$129mn out of...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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Taiwan Dual-Listings Monitor: Rare Opportunities Open Up in TSMC & UMC
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
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MS-Australia Index Earning Revision (Apr): Lynas Rare Earths, National Australia Bank, BHP, Westpac
We analyzed MS-Australia's consensus for Apr 2026 and highlighted changes of EPS in Lynas Rare Earths, National Australia Bank, BHP, Westpac,...
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