Dyno Nobel Blasting Into Defence Earnings
The strategic repositioning of Dyno Nobel ((DNL)) is the key takeaway from last week's Investor Day, titled “Beyond FY28 $600m EBIT Ambition”.
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Primer: Incitec Pivot (IPL AU) - Aug 2026
Incitec Pivot Limited (IPL) is a global manufacturer and supplier of fertilizers and industrial explosives, with significant operations in...
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Real Estate Reflections Hot Property
We have rolled the lower forward interest rate curve through our models and adjusted our NAV assumptions, which drives a +3% to +9% increase in...
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MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
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Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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