Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
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New J. Hutton – Exploration Report (Weeks Ending 04/10/19)
Pure iron ore plays outperforming diversified producers, for now... America wakes up to REE embargo threat, LYC critical for future supply...
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Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
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Naspers & Prosus - Another Think Part I: About The Discount
On Friday 23 August 2019, Naspers (NPN SJ) shareholders approved (with the requisite majority 100% of A shares FOR, 95.51% of N Shares FOR) the...
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ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
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