Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
512 Views
Last Week In Event SPACE: Kakadu, Atlas Arteria, Strike Energy, New World Development
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
150 Views
A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
318 Views
Charter Hall Ups Stake Ahead Of Abacus Group (ABG AU)'s Internalisation
Abacus is not expensive versus peers and historical metrics. Abacus Storage's internalisation and the advent of Charter Hall (CHC AU) on the...
122 Views
Land Market – Bid to Win, or Bid to Try Your Luck?
Bid to win, or bid to try your luck...Developers often enter into land bids with different strategies. They may aggressively “bid to win”,...
2.6k Views