Aussie Reporting Season Update: February 2019
The Banks remain under earnings pressure from several fronts, with weak credit growth, falling net interest margins and rising compliance costs...
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Screening the Silk Road: Small-Mid Cap Stocks that Are Delivering Income with Growth Q4-2018
Q4 2018 Stocks delivering income with growth. ■ Our screen highlights companies delivering high income and growth. Whilst the two characteristics...
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Aussie Consumers: Tough Shopping in a Down Market
Looking for Defensive Earnings in the Sector is Getting Tougher. We raised the bar on defence in our latest model portfolio update and added TME...
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Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
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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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