Aussie Reporting Season Update: February 2019
The Banks remain under earnings pressure from several fronts, with weak credit growth, falling net interest margins and rising compliance costs...
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ASX Short Interest Weekly (May 22nd): Suncorp, BHP, Computershare, Northern Star Resources
We analyzed ASX short interest report for the past week and highlight short interest changes in Suncorp, BHP, Computershare, Northern Star...
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A Houdini Act Worth Considering: Implications of a Pick up in US Productivity
The US yield curve has flattened sharply since our 2019 outlook was released lifting the risk that the end of the business cycle is rapidly...
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (25 May 2026)
​Discover 18 pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.
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Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
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