Alibaba (BABA US): A Generalist's Guide
Who doesn't love a good old-fashioned rags to riches story? The place was Hangzhou, the capital of Zhejiang province in eastern China. The man was...
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Australian Reporting Season: Alumina, Afterpay Touch, Qantas Airways, Qube Holdings & Peet
Yesterday marked the busiest day on the Australian reporting season calendar. Investment-grade issuer, Qantas Airways (QAN AU) released full year...
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Screening the Silk Road: Small-Mid Cap Names To Avoid
A Trinity Screen of Fundamentals to identify Underperformance ■     Our screen looks for high valuation multiples presented by candidates, with...
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Notes from the Silk Road: Australia &Â Developed Asia - Small-Mid Cap Free Cashflow Screening
Cash is king and driving earnings, allowing shareholders to be rewarded through dividends or buy-backs. Buyer beware: Often underlying factors...
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Leverage to Chinese Tourists Can Be Sweet and Sour:Â Implications on Australian Leisure and Travel
Executive SummaryAustralia has been a key beneficiary of China's rising middle-income class, with inbound tourists from the country growing at...
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