Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
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Magellan Financial Placement - Looks Expensive but Track Record Should Help
Magellan Financial (MFG AU) plans to raise upto US$186m (A$275m) to fund additional costs related to the offering of its new trust as well as for...
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Platinum Asset Management Placement - Co-Founder Selling + Weak Earnings Momentum
The co-founder of Platinum Asset Management (PTM AU), Kerr Neilson, and Judith Neilson are looking to sell 30m shares of the company at a fixed...
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My Kingdom for Some Alpha
Performance the only antidote for intensifying competition; Pendal Group (PDL AU) remains our preferred asset manager.The success of Magellan...
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