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,...
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Going into Survival Mode: The Rush to Innovate
Stay Underweight Consumer Discretionary and Consumer Staples. In our 2018 Australian equity market outlook, we argued that the country is in grip...
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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...
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Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
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Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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