What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
582 Views
Harvey Norman's Strong Growth Continues but Forecast to Moderate
We maintain our AUD 3.30 per share fair value estimate for Harvey Norman. We do not view the company as having an economic moat, mainly because the...
358 Views
Australian Retail Sector Review
Following the recent release of retail trade data for the 2016 calendar year, Evidente has undertaken a review of Australia’s retail sector. ...
294 Views
The Dangers of Safety
Since the financial crisis, high risk assets had been buffeted by a discount rate shock, notably a lift in the equity risk premium (ERP). This...
363 Views
JBH & The Good Guys: How About a Toaster & Kettle as a Wedding Present?
We all knew these two would end up together eventually. How did it take them this long to tie the knot?JB Hi-Fi is in a trading halt as a result of...
325 Views