Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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Australian Reporting Season:Â AMP, Commonwealth Bank, Shopping Centres Australiasia & Tabcorp
The unofficial start of Australian reporting season kicked off with Shopping Cntrs Austrls Prprty Gp Re (SCP AU) reporting its full year results...
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Commonwealth Bank's Agreement With AUSTRAC Eases Earnings Uncertainty; FVE Unchanged at AUD 83
Wide-moat Commonwealth Bank Of Australia (CBA AU) has agreed to settle the civil proceedings raised by the Australian government’s anti-money...
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Initiating on Netwealth with a AUD 5.00 FVE and a No-Moat Rating
We are initiating coverage of Netwealth Group Ltd (NWL AU) with a AUD 5.00 fair value estimate, a no-moat rating, and a high fair value uncertainty...
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Higher Funding Costs No Big Deal for Aussie Banks
Stay Underweight Banks. One of the key areas of push-back from clients to our call for Australian equity market outperformance is concerns about...
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