Financial Forensics - The Short-Seller's Indispensable Tool-Kit
Financial forensics remains an indispensable part of the short-seller's tool-kit. In this report, Evidente updates and expands its analysis of...
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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
JB Hi-Fi's Margin Growth Kept in Check by Secular Changes and Competitive Forces
No-moat-rated JB Hi-Fi remains overvalued, trading at a 34% premium to our unchanged AUD 21.50 per share fair value estimate. JB Hi-Fi has an...
280 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