Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
580 Views
Screening the Silk Road: Small-Mid Cap Names To Avoid
A Trinity Screen of Fundamentals to identify Underperformance ■ Our screen looks for high valuation multiples presented by candidates, with...
569 Views
Merger Arb Mondays (18 May) - ENN, Skyworth, Tohoku, Shinko Shoji, Kakaku, Taiyo, Qoria, OOh!media
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
199 Views
Putting Aussie Earnings Under the Microscope
It's not too late to jump on board the Growth train. One of our key calls for 2018 is that Growth will again outperform Value (Aussie Equities...
296 Views
Merger Arb Mondays (04 May) - ENN, Skyworth, European Lithium, OOh!media, Atlas, Humm, Taiyo
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
317 Views