Index Rebalance & ETF Flow Recap: ASX, KS200, KQ150, HSIII, STTF, L&F, Costa Group, Japan, Bud APAC
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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S&P/ASX Index Rebalance Preview: Lots of Changes; A$1bn to Sell in Newmont
CGC's privatisation could lead to an adhoc change in Feb. Then there could be 26 changes at the March rebalance. Newmont could be deleted from the...
950 Views
MMA Offshore Ltd - 1H24 Guidance Highlights Operating Leverage
1H24 EBITDA guidance range exceeds our expectations: management has issued quantitative guidance for the first time, and expects 1H24 EBITDA in the...
499 Views
MMA Offshore Limited (MRM-AU) – Buy – Price: $1.29; PT: $1.65
Vessel supply shortfall expected to be sustained against a backdrop of building demand: New OSV deliveries have been at historical lows since 2017...
472 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...
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