Financial Forensic - Part I
In this report, we identify financial forensics as an indispensable part of the short-seller's tool-kit. Specifically, we examine the role that a...
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Hellaby/Bapcor: Partly Hostile
Trading at or through the $3.30/share cash terms since the Takeover Notice on the 27 September, both parties have argued the merits of the...
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Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
298 Views
Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
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