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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One Swallow Does Not a Summer Make for Housing, but Spring Has Arrived for Infrastructure Spending
Australia’s November housing approvals were surprisingly strong, with 17.1% growth on the previous corresponding period, or pcp, to 22,532 units....
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Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
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ASX Short Interest Weekly (Apr 10th): BHP, Qbe Insurance, Wesfarmers, Transurban, CAR
We analyzed ASX short interest report for the past week and highlight short interest changes in BHP, Qbe Insurance, Wesfarmers, Transurban, CAR.
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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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