Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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ASX Short Interest Weekly (Jun 4th): Pro Medicus, Northern Star Resources, Wesfarmers, Computershare
We analyzed ASX short interest report for the past week and highlight short interest changes in Pro Medicus, Northern Star Resources, Wesfarmers,...
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Low Tide on Aussie Growth Stocks
Growth isn’t Dead Yet. Value’s outperformance in the past couple of months is relatively small compared to past periods and we think the...
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Aussie Equities Month in Review (Sept 2018)
Giving Back Reporting Season Gains. In our view, reporting season was relatively solid, with 8% EPS growth achieved in FY18 and another 8%...
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Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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