Aveo Group (AOG AU): An Emerging Bidding Battle Presents an Opportunity
Aveo Group (AOG AU), an Australian retirement village operator, is amid a strategic review to sell itself. At its 1H19 results on 13 February, Aveo...
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Crunch Time for Aussie Housing
Australia is in uncharted territory. House prices in the two largest cities (Sydney and Melbourne) fell by 10% last year and similar declines look...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ NIKKEI/MXAP: Long...
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Australian Reporting Season: AGL Energy, Crown Resorts, Mirvac Group & Suncorp
Yesterday was another busy day on the Australian reporting season schedule with AGL Energy Ltd (AGL AU), Crown Resorts (CWN AU), Mirvac Group (MGR...
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A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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