Australia Real Estate: Seeking Values
We think RBA will continue monetary easing in future, becoming a tailwind for real estate. We think Industrial & Logistics, and Retail are well...
397 Views
ASX Short Interest Weekly (Sep 4th): CAR, Cochlear, Predictive Discovery, Sonic Healthcare
We analyzed ASX short interest report for the past week and highlight short interest changes in CAR, Cochlear, Predictive Discovery, Sonic...
99 Views
Shift Now to Defensives; Snap-Back Rally Testing Resistance $ACWI $SPX; Neutral Outlook Intact
Shift Now to Defensives (Health Care, Telecommunications, Utilities, and Consumer Staples); Snap-Back Rally Testing Resistance $ACWI $SPX; Neutral...
571 Views
MS-Australia Index Earning Revision (Aug): ANZ, CAR, Fortescue, Pro Medicus, BHP, Cochlear
We analyzed MS-Australia's consensus for Aug 2026 and highlighted changes of EPS in ANZ, CAR, Fortescue, Pro Medicus, BHP, Vicinity Centres Re,...
90 Views
Singapore REIT: Chasing the Next Global REIT IPO
Australia's Lend Lease (LLC AU) could be next to list its REIT in Singapore, according to news reports. To be named Lendlease Global Commercial...
690 Views