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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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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StubWorld: News Corp Trading "Cheap" As REA Flags Surprise Buyback
Despite the somewhat messier takeaways from the News Corp results, I'd still tilt to News Corp here. The stub ops still have superior forward...
253 Views
(Mostly) Asia M&A, Aug 2025 Wrap: Dongfeng Motor, Kangji, Carenet, Nihon Chouzai, Technopro
For the month of Aug, 17 new deals were discussed on Smartkarma with an overall deal size of just ~US$18bn. The average premium for the new deals...
543 Views
ASX Short Interest Weekly (Aug 22nd): Bluescope Steel, CSL, Wesfarmers, Northern Star Resources
We analyzed ASX short interest report for the past week and highlight short interest changes in Bluescope Steel, CSL, Wesfarmers, Northern Star...
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