Solactive Global Lithium Index Rebalance: Capping Changes in April
There are no constituent changes for the index in April, but there are capping changes. Estimated one-way turnover is 7.8% and will result in a...
402 Views
False Dawn: The Bulk Commodity Mining Rally Will Prove Short-Lived
Bulk commodity miners are overvalued. Shares of iron ore and met coal miners have rallied to levels notseen since 2014, when Chinese steel demand...
367 Views
PLS Group (PLS AU): High Probability of Global Index Inclusion in May
PLS Group is a high probability global index inclusion in May. The stock price has jumped and shorts have been covering. Positioning is up in the...
210 Views
Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
2k Views
Aussie Shorts [13th Apr]: CBA, Woodside Energy, DroneShield, Aeris Res., Mcmillan Shakespeare
Companies mentioned in this regular weekly report include CBA (CBA AU), Woodside Energy (WDS AU), DroneShield (DRO AU), Aeris Resources (AIS AU),...
212 Views