Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
504 Views
A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
507 Views
Johns Lyng (JLG AU): Scheme Vote on 8 October
The offer is reasonable, and the scheme vote should pass. At the last close and for a 23 October payment, the gross/annualised spread is 1.5%/11.0%.
444 Views
Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More
In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls
447 Views
NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More
Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions
500 Views