JBH & The Good Guys: Hunting For Some Animal Spirits
Edgware released the report ‘JB Hi Fi: From Good to Great’ in November last year (attached) along with key exhibits and updated earnings.We drew on...
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Retain Positive View on Australia's Discretionary Retailers
In May of last year, Evidente published a post recommending that investors have an overweight bet in Australia’s discretionary retailers based on...
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Dissecting Australian Retailers' CSR Credentials | Unlocking Embedded Value in Myer's Iconic Brand
The fulcrum of power and influence in Australia’s superannuation system has been gradually shifting towards asset owners – particularly industry...
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A loss of trust and the quiet revolution in corporate governance
Commentators and analysts continue to be vocal critics of the insatiable appetite for income that investors have developed in recent years. The...
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