Aveo Group (AOG AU): An Emerging Bidding Battle Presents an Opportunity
Aveo Group (AOG AU), an Australian retirement village operator, is amid a strategic review to sell itself. At its 1H19 results on 13 February, Aveo...
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Aussie Equities Month in Review (Nov 2018)
Downgrades and market weakness. Downgrades by LLC, CCL, and PGH were the lowlights in a month where the local market saw a 2.2% decline against a...
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Aussie Equities 2019: On a Wing and a Prayer
We expect 2019 will be challenging. Offshore macro and Geopolitical issues emerged in 2018 to dash our expectations of a good year for the Aussie...
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Australian Reporting Season: APA Group, Coca Cola Amatil, Lendlease, Scentre Group & Seven Group
As scheduled, Australian reporting season ramped up today (22 August 2018) with APA Group (APA AU), Lend Lease (LLC AU) and Seven Group Holdings...
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Aussie Equities Model Portfolio Update - June 2018
Australia is overtaking other markets in the race to the end of the global equities bull market. We are sticking to the themes and sector...
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