Monday Delight: 01/09/25
Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...
57 Views
Asia Real Estate Tracker (26-Feb-2025): Temasek's Tikehau & Nikko AM JV in Asia.
Tikehau partners with Nikko AM for Asia investment, STT GDC building 16MW data center in Johor, Digital Edge CEO steps down, Australian logistics...
376 Views
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
4.3k Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
875 Views
A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
468 Views