PGW And A Question of Character
Elders Ltd (ELD AU) announced it has not "made any definite proposal" to acquire Pgg Wrightson Ltd (PGW NZ). Speculation in PGW has gathered pace...
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Lifting GrainCorp's FVE, but Shares of the No-Moat Firm Look Fairly Valued
We’ve increased our fair value estimate for GrainCorp Ltd (GNC AU) to AUD 8.70 per share from AUD 8.50 due to the time value of money. We view...
226 Views
QAF: Improving Bakery + Listing of Pork Business + Net Cash = 10% to 16% Upside Not Yet Baked In
QAF’s 72% drop in headline net profit for 1H17 does not look pretty, but it masks the overall potential of the underlying businesses. Also, the...
787 Views
Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year.  It is designed to be a...
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