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...
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Macquarie Well Placed to Leverage Upturn in Global Growth; FVE Increased 15% to AUD 110
Macquarie Group Ltd (MQG AU) remains poised to benefit from an expected upturn in economic growth and business conditions in key regions of North...
116 Views
Macquarie Atlas - On Track to Internalization Before AGM
Macquarie Group Ltd (MQG AU) is selling 75.9m shares of Macquarie Atlas Roads Group (MQA AU) worth approximately US$337m. Post-sale, Macquarie...
347 Views
Australian Banks: Key 2018 Drivers
In the past year, the Australian Banking System has experienced developing regulation, benign economic conditions, public pressure (a nascent Royal...
258 Views
Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
388 Views