Power Points: October 2019 — ASX Futures Prices Power On Up
Power Points October 2019 — ASX Futures Prices Power On Up It was another positive month for the electricity sector, with the Electricity Price...
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Power Points September 2019—Powering Higher
Power Points September 2019—Powering Higher Interest rates collapsing to new lows and electricity share prices surging to new highs were the main...
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Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
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Record 1H for Mercury; Stock Looks Relatively Attractive After Dip
Narrow-moat-rated Mercury NZ Ltd (MCY NZ) posted record first-half EBITDA of NZD 301 million, up 11% on the same period last year. The firm...
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Performance Goes from Good to Better; We Increase Mercury's FVE to NZD 3.60
Weather conditions remain highly favourable for narrow-moat Mercury NZ, which is benefiting from plenty of rain while major competitors face dry...
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