Australia: Value Down Under Awaiting Confirmation. Here’s a Stock Basket That Scales
Australian shares have lagged for a while, but we see opportunity in a basket of trending stocks. We can scale up if the index improves, while...
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Primer: Macquarie Telecom (MAQ AU) - Aug 2026
Macquarie Telecom is strategically positioned to capitalize on the high-growth Australian data center market, driven by increasing demand for...
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Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.
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ASX Short Interest Weekly (Aug 7th): Northern Star Resources, Qantas Airways, Santos, CSL
We analyzed ASX short interest report for the past week and highlight short interest changes in Northern Star Resources, Qantas Airways, Santos,...
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ASX Short Interest Weekly (Jul 31st): Ampol, Origin Energy, Stockland, Dexus Property, Transurban
We analyzed ASX short interest report for the past week and highlight short interest changes in Ampol, Origin Energy, Stockland, Dexus Property,...
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