Australian Financials:Â Big Underweight (Finally) Finding Some Love?
Australian Financial stocks are the 5th largest country/sector underweight globally. But is their decade long decline starting to reverse?
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Macquarie – Don’t You Forget About Me
There are few banks that reveal improving core net interest income. Macquarie is unique in this respect and further enters the current period of...
415 Views
Thai Beverage (Thbev): Delayed Beer IPO and Undervaluation
Thai Bev has not been very fortunate in the past few weeks; rising cases in Bangkok that caused the management to call off the BeerCo IPO, dampened...
583 Views
IDP Education Placement Early Look - US$800m Block a Given in 2021
In Dec 2020, we wrote about how Education Australia, the largest shareholder for IDP Education, had launched a formal review which might lead to a...
458 Views
Macquarie, AgBank, ESR Launch $ Bonds; Macro; Rating Changes; New Bond Issues; Talking Heads; Top...
S&P ended 0.8% lower while Nasdaq saw a sharp fall of 2.5%. Tesla fell 8.5% while Apple, Amazon, Microsoft and other tech stocks were down...
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