Building Weekly
Building Weekly New Zealand Slow start to the year for the housing market (REINZ, Jan): Auckland house sales down -32.2% yoy (previous -31.6%)....
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Last Week in Event SPACE: BHP, Bank Of East Asia, Sydney Airport, Boral
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Boral's 45% Capital Return - Resetting Forward Expectations
Boral has finally announced its massive capital return to shareholders after significant asset sales in the last 12 months. There is probably more...
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ASX100/200/300 Index Rebalance Preview: Big Impact & Large Shorts
There are a lot of changes expected across the ASX100, 200 & 300 indices at the September rebalance. A lot of those stocks will have a large impact...
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Boral Ltd: Seven's Done Deal. What Happens Next?
I wouldn't short shares here. Not until you have some visibility whether Seven keeps extending, and/or closes in on 75%. If Seven gets to 75%, they...
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