ASX Short Interest Weekly (Dec 6th): Apa, Champion Iron, Pro Medicus, BHP, National Australia Bank
We analyzed ASX short interest report for the past week and highlight short interest changes in Apa, Champion Iron, Pro Medicus, BHP, National...
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Australian Venue Co. IPO - Stagnant Industry but Acquisitions Could Rev It Up
Australian Venue Company aims to raise around US$273m in its Australia IPO. The company was majority owned by KKR prior to listing.
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Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
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Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
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A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
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