ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
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Time to Dissect Aussie Growth Stocks
Growth stocks have again out-performed Value since the start of the year supported by declining bond yields and solid EPS growth. In our March...
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ASX Short Interest Weekly (May 22nd): Suncorp, BHP, Computershare, Northern Star Resources
We analyzed ASX short interest report for the past week and highlight short interest changes in Suncorp, BHP, Computershare, Northern Star...
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More than Just Banks and Resources: Opportunites in Aussie Tech
Australia’s IT sector generally flies under the radar, particularly with international investors who see Australia as mainly a Resources play on...
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Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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