Primer: Pact Group Holdings (PGH AU) - Aug 2026
Pact Group is a leader in the Australasian rigid packaging market, strategically pivoting towards a circular economy model by investing heavily...
105 Views
ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
723 Views
A Houdini Act Worth Considering: Implications of a Pick up in US Productivity
The US yield curve has flattened sharply since our 2019 outlook was released lifting the risk that the end of the business cycle is rapidly...
817 Views
Aussie Equities Month in Review (Nov 2018)
Downgrades and market weakness. Downgrades by LLC, CCL, and PGH were the lowlights in a month where the local market saw a 2.2% decline against a...
604 Views
Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
519 Views