The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
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Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
463 Views
MS-Australia Index Earning Revision (Feb): Santos, Westpac, ANZ, National Australia Bank, Transurban
We analyzed MS-Australia's consensus for Feb 2026 and highlighted changes of EPS in Santos, Westpac, ANZ, National Australia Bank, Transurban,...
298 Views
Aequitas: Virgin Australia IPO Lockup - Escrow Release Is a Moving Target that Is Getting Closer
Bain Capital raised around US$440m via selling some of its stake in Virgin Australia (VAH AU) IPO in June 2025. Some of Bain’s stake could be...
364 Views
ASX Short Interest Weekly (Feb 13th): ALS, Northern Star Resources, CSL, AMP, CAR
We analyzed ASX short interest report for the past week and highlight short interest changes in ALS, Northern Star Resources, CSL, AMP, CAR.
229 Views