MS-Australia Index Earning Revision (Feb): Santos, Westpac, ANZ, National Australia Bank, Transurban
We analyzed MS-Australia's consensus for Feb 2026 and highlighted changes of EPS in Santos, Westpac, ANZ, National Australia Bank, Transurban,...
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (2 Mar 2026)
​Statistical methodology identifies 11 pair trade opportunities across three markets and six sectors, offering unique insights into relative value.
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Aequitas: Virgin Australia IPO Lockup - Escrow Release Is a Moving Target that Is Getting Closer
Bain Capital raised around US$440m via selling some of its stake in Virgin Australia (VAH AU) IPO in June 2025. Some of Bain’s stake could be...
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December 2025 USCBP Data Shows US Border Crossing Activity Continued to Decline, Especially in North
December data from US Customs and Border Protection show reduced border crossings in and out of the US. One bright spot is air crossings in the...
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Monthly Chinese Tourism Tracker | December Outbound Pace Softer, but Domestic Activity Strengthened
The surprisingly strong upturn in Chinese outbound in October-November did not continue in December, unfortunately. But domestic air travel...
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