S&P/ASX200 - Ausnet OUT, Arena REIT IN
The S&P/ASX 200 will see Ausnet replaced by Arena REIT on 4 Feb. This is widely expected/predicted and Arena has outperformed, but it is a lot of...
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ASX200 Index Rebalance: Arena REIT to Replace Ausnet
Arena REIT will replace Ausnet in the ASX200 at the close on 4 Feb. That should mean Telix Pharma replaces Sydney Airport at the close on 9 Feb....
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How to Play the Australian Child Care Bonanza
New government funding package will benefit child care providersExecutive SummaryThe Australian early childhood education and care, or ECEC, sector...
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Initiating Coverage on Arena REIT with AUD 2.50 FVE and No-Moat Rating
We are initiating coverage of Arena REIT (ARF AU) with a AUD 2.50 fair value estimate, a no-moat rating, and a medium fair value uncertainty...
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Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
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