Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls</li></ul>

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Thematic (Sector/Industry)

<ul>
<li>RBA has recently shifted its monetary policy, and is expected to continue its easing over the future.  Real estate assets will benefit</li>
<li>The office sector in Australia is impacted by the “flight to quality” trend, while the retail sector is under pressure, with slowing retail sales growth</li>
<li>We see value in DEXUS and Dexus Convenience Retail REIT, driven by both top down macro tailwinds and structural bottom up drivers</li>
</ul>


RBA has recently shifted its monetary policy, and is expected to continue its easing over the future.  Real estate assets will benefit
The office sector in Australia is impacted by the “flight to quality” trend, while the retail sector is under pressure, with slowing retail sales growth
We see value in DEXUS and Dexus Convenience Retail REIT, driven by both top down macro tailwinds and structural bottom up drivers


Australia's Cyclical Recovery: Value Opportunities in Undervalued Office and Retail REITs

Ram Essential Services Prope / Equity Bottom-Up

<ul>
<li>A global perspective on what happened overnight</li>
</ul>


A global perspective on what happened overnight


The Overnight Report: FOMO Is Back (Nvidia Too)

Australia

Dexus Convenience Retail REIT operates as a real estate investment trust. The Company invests in service stations and convenience retail stores. Dexus Convenience serves customers in Australia.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Dexus Convenience Retail REIT (DXC AU)

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

FNArena

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

FNArena

Australia's Cyclical Recovery: Value Opportunities in Undervalued Office and Retail REITs

RBA is expected to maintain its monetary easing, which will benefit real estate. Among the real estate sub-sectors, we see value emerging from...

Jacob Cheng

The Overnight Report: FOMO Is Back (Nvidia Too)

A global perspective on what happened overnight

FNArena

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)