Repurposing Old Industrial Real Estate for Last Mile Logistics: Now Happening at a Location Near You
The Drivers Behind the Change We expect the Last Mile Industrial segment of the Real Estate sector to outperform the broader Real Estate sector for...
477 Views
Macquarie Group's Business Units' Interconnectivity Is Underappreciated
Earnings growth prospects are tied to long-term demand for infrastructure and energy assetsDiversification and interlinking are key to generating...
464 Views
Australian Non-Operating Holding Company (NOHC) Issuers
In Australia, the fixed income market, especially the exchange-traded part that is available to retail investors, is dominated by well-established,...
171 Views
Initiating on Netwealth with a AUD 5.00 FVE and a No-Moat Rating
We are initiating coverage of Netwealth Group Ltd (NWL AU) with a AUD 5.00 fair value estimate, a no-moat rating, and a high fair value uncertainty...
294 Views
Macquarie’s Strong Competitive Advantages Boost FVE to AUD 118 and Moat Rating to Narrow
We reassess the competitive strengths of Macquarie Group’s five business units and conclude the group does benefit from competitive advantages that...
235 Views