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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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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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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