Aussie Equities Model Portfolio Update
Australia is in a sweet spot. We are sticking to the themes and sector positioning outlined in our 2018 outlook. We still think the ASX200 will...
226 Views
Aussie Equities 2018: In a Sweetspot
Australia is in a sweet spot. We forecast the ASX200 to rise 9% to 6630pts underpinned by a 1pt increase in the PE multiple to 16.9pts and a...
243 Views
Coca-Cola Amatil's Near-Term Outlook Goes Flat, but We See Long-Run Improvement; Shares Undervalued
Narrow-moat Coca Cola Amatil Ltd (CCL AU) highlighted continued near-term challenges in its Australian beverages division at its investor day that...
213 Views
Bad News for Coca-Cola Amatil Creates Downside Risk, but We Don't Yet See a Domino's Effect
Coca-Cola Amatil has faced two pieces of bad news recently, with grocer Woolworths Ltd (WOW AU) announcing it would not immediately stock the newly...
242 Views
Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
3.7k Views