Market Underplays Commodity Price Risk in Orica and Incitec Pivot
The number-one and number-two players in explosives globally are overvalued, but offer much that appeals at the right price.Orica Ltd (ORI AU) and...
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Global Fertilizer/Potash Stocks Are Breaking Out. Buy.
Breakouts in global fertilizer/potash stocks -- buy Breakouts from multi-year base and bottom patterns are the norm in North American names,...
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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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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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Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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