ASX Short Interest Weekly (May 15th): Insurance Australia, Rio Tinto, 4Dmedical, Goodman, Lottery
We analyzed ASX short interest report for the past week and highlight short interest changes in Insurance Australia, Rio Tinto, 4Dmedical, Goodman,...
96 Views
Webjet (WJL AU) (Further) Rolls Over After Ariadne & BGH Terminate Co-Op
At this price level, I doubt Helloworld, Ariadne, and/or BGH are out of the picture. Still, absent an Offer (indicative or otherwise), I'd be...
142 Views
Aussie Wages Growth: It Will Come, Be Patient
Stay Underweight Discretionary Retail. In our note dated 2 February 2018, “Going into Survival Mode: The Rush to Innovate”, we described the...
295 Views
ASX Short Interest Weekly (May 1st): Brambles, National Australia Bank, Scentre, Nextdc
We analyzed ASX short interest report for the past week and highlight short interest changes in Brambles, National Australia Bank, Scentre, Nextdc,...
141 Views
A Lame-Duck Christmas Retail Period in Oz
Stay underweight bricks and mortar retail. Our model portfolio is underweight retail, despite the sector having attractive valuations. We argued...
303 Views