Last Week In Event SPACE: Rakuten Bank/ Rakuten, China Resources Power, ROHM Co Ltd (6963 JP)
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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Arafura Rare Earths (ARU AU): Canberra Helps Backstop Nolan's Offtake
Arafura is a poster-child for Aussie rare earth plays. It is also up 82% in the last 12 months. If seeking (additional/new) rare earth exposure...
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Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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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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EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
430 Views