Expected Rerate of TPG To Support Brickworks' Investment Portfolio; Shares Fairly Valued
Ahead of Brickworks' first-half 2017 result, due on March 23, we make minor changes to our underlying EPS estimates (up 3% in 2017, up 1% in 2018)...
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Beware Complacency Around Australian Small Cap REITs Risk Exposures
In this post, Evidente extends its systematic model of earnings certainty to Australian small caps. The out-performance from large caps with high...
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