Aussie Equities Month in Review (July 2018)
Reporting Season should prove relatively good. The ASX200 underperformed global equities during the month but remains one of the best performing...
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Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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Initiating on Netwealth with a AUD 5.00 FVE and a No-Moat Rating
We are initiating coverage of Netwealth Group Ltd (NWL AU) with a AUD 5.00 fair value estimate, a no-moat rating, and a high fair value uncertainty...
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Global Asset Managers Are Breaking Out -- Add Exposure
Out of favor for the past three years, global asset managers are making a comeback, technically speaking, as seen by (1) the industry’s breakout...
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IOOF Placement - Company's Good Track Record Means FY2019 EPS Accretion Will Likely Be Achieved
IOOF Holdings Ltd (IFL AU)Â is selling 43.5m primary shares, worth approximately US$353m to partially fund its acquisition of ANZ's OnePath Pensions...
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